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Avior Wealth Management’s Aon AON Stock Holding History

Avior Wealth Management’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-253
Closed -$91.1K – 814
2024
Q4 		$91.1K Sell
253
-67
-21% -$24.6K ﹤0.01% 928
2024
Q3 		$111K Buy
320
+60
+23% +$19.6K ﹤0.01% 852
2024
Q2 		$76.3K Sell
260
-264
-50% -$78.1K ﹤0.01% 951
2024
Q1 		$175K Buy
+524
New +$162K 0.01% 751
2022
Q1 		– Sell
-4
Closed -$1K – 1095
2021
Q4 		$1K Hold
4
– – ﹤0.01% 999
2021
Q3 		$1K Buy
+4
New +$1.07K ﹤0.01% 968
2019
Q3 		– Sell
-8
Closed -$2K – 771
2019
Q2 		$2K Buy
+8
New +$1.45K ﹤0.01% 712
2018
Q2 		– Sell
-10
Closed -$1K – 774
2018
Q1 		$1K Hold
10
– – ﹤0.01% 707
2017
Q4 		$1K Buy
+10
New +$1.42K ﹤0.01% 710

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Avior Wealth Management's AON Position: Q1 2025 in Review

Avior Wealth Management sold out of Aon (AON) in Q1 2025, closing a stake of 253 shares — an estimated $91.1K sold.

Avior Wealth Management first reported a position in AON in Q4 2017 and held it in 9 quarters. The position peaked at $175K in Q1 2024. 1,267 funds tracked by Wall St. Rank hold AON as of Q1 2025.

  • Avior Wealth Management reported no remaining Aon position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 253 Aon shares in Q1 2025, an estimated $91.1K.
  • Avior Wealth Management first reported a position in Aon in Q4 2017 and held it in 9 quarters.
  • Avior Wealth Management's Aon position peaked at $175K in Q1 2024.
  • 1,267 funds tracked by Wall St. Rank held Aon as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.